Dates
This is what happens to existing dates when PSAT licenses have expired.
They are reset AND the start date is reset if the quote has "Licensed Through" added.
This is the module that gets enabled on a cluster when a customer has TAP Isolation and NPRE.
What is User Sync.
SKUs should be listed for which products?
What are all license types.
This box must be checked in SFDC when free months have been included on the deal.
What is the "Modified ARR" checkbox.
This is required for the quote expiration date:
What is, it must be on/after the PO date.
Appliance was shipped out from the PFPT warehouse on 9/10/2017, therefore, the Y3 Warranty dates are set at 9/10/2021 - 9/9/2022.
These are the dates that should be entered into D365:
What are Revenue Start and End Dates only.
This must be included in the POD for late PSAT renewals.
What is the CTS call AND the product licensing screenshot.
This product always gets a license certificate, even if it's sold in the US/Canada.
What is ITM.
This is the "Technical Support" entered when dealing with Essentials Support:
What is 24X7.
What is a start date.
This is added to a late PSAT renewal to verify that the licenses didn't expire.
This must be done when there are modules on a cluster that are NOT being renewed.
What is email the renewals team and add the email to the deal packet.
We are billing Ingram Micro US, but the ship to is in the Bahamas, would we send a License Certificate?
Yes, because the ship to is not in the US.
This is what you enter into the "Months" field when a deal = 12 months + 1 free month.
What is 13.
ITM On-Prem is user capped, therefore the user-add start date must be this:
What is removed.
Add on of users cannot be added on more than __ weeks early.
What is 3.
This is the number of CTS calls needed when adding 100 users to a P0 bundle.
What is 2 - one for NPRE and another one for TAP Iso.
This is the amount of time the License Certificate should cover when processing Year 1 of a payment deal.
What is only Year 1.
This should be entered as your Close Date if PS was approved on 9/1/21.
What is 9/2/21.
Licenses have expired!
This is what the dates should reflect on the quote:
What are nothing. The dates should be removed.
Licenses expired on 8/20/2021.
A temporary extension was provided on 8/25/2021 through 9/15/2021.
Licenses were extended for the full term on 9/10/2021, after the order was submitted to OM.
This would be the contract start date:
What is the date the licenses were re-enabled for the temporary extension, on 8/25/21.
This is the reason the "Welcome Letter Sent" verbiage is needed for new product POD.
What is to help determine dates AND to stay compliant with SOX regulations.
License Certificate's should be marked as this once uploaded to D365:
What is EITHER/OR Internal or External.
The previous year, the customer had TBEPF (Protection and TAP) for $10,000.
This year, they are upgrading to the P0 bundle for $15,000 within the two week period (dates remain the same).
This is the number of opps needed:
What is 2.
This quote is outside of the 3 week add-on of user window. This should be your next step:
What is to push it through as is. The term for user-add is correct.